Angeles Wealth Management, LLC New Holdings in Q1 2025

Angeles Wealth Management, LLC

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
5
New
$663000.0 - $801950.0 $3.32M - $4.01M
5 $3.99M
SE
Sea LTD

Consumer Cyclical
2.3K
New
$104.87 - $146.31 $241K - $336K
2.3K $299K
TOST
Toast, Inc.

Technology
8.59K
New
$32.61 - $41.98 $280K - $361K
8.59K $284K
MSTR
Microstrategy Inc

Technology
938
New
$239.27 - $396.5 $224K - $372K
938 $270K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
8.81K
New
$24.39 - $35.22 $215K - $310K
8.81K $261K
HES
Hess Corp

Energy
1.55K
New
$135.42 - $160.52 $209K - $248K
1.55K $247K
FAST
Fastenal CO

Industrials
2.81K
New
$71.11 - $79.98 $200K - $225K
2.81K $218K
MMSI
Merit Medical Systems Inc

Healthcare
2.07K
New
$95.64 - $110.29 $198K - $228K
2.07K $218K
MNST
Monster Beverage Corp

Consumer Defensive
3.7K
New
$46.16 - $58.58 $171K - $217K
3.7K $216K
WELL
Welltower Inc.

Real Estate
1.33K
New
$124.05 - $156.86 $165K - $209K
1.33K $204K
DPZ
Dominos Pizza Inc

Consumer Cyclical
439
New
$402.33 - $489.71 $177K - $215K
439 $201K
NEOG
Neogen Corp

Healthcare
11.4K
New
$8.43 - $13.07 $96.3K - $149K
11.4K $99K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
763
New
$67.03 - $74.61 $51.1K - $56.9K
763 $51K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
888
New
$24.73 - $25.62 $22K - $22.8K
888 $22K
SCHX
Schwab Strategic Tr Us Large C

ETFs
627
New
$21.75 - $24.28 $13.6K - $15.2K
627 $13K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
106
New
$44.81 - $46.22 $4.75K - $4.9K
106 $4K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9
New
$95.85 - $99.25 $863 - $893
9 $0
Microstrategy Inc
290
New
N/A
290 $0
Activity Summary
Buys All Purchases 173 New Holdings 19 Increased Positions 154 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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